How to Add a Certificate Holder to an Insured Record

How to Add a Certificate Holder When Sending a Certificate

1. Go to the Insured’s Profile
   Use the dynamic search or open from the Insureds menu.

2. Click “Send Certificate”
   Located in the upper-right corner of the insured’s profile.

3. Choose the Master Certificate Template
   Select the appropriate master (e.g., ACORD 25).

4. Use the Certificate Holder Dropdown

   • If the holder already exists in your agency’s list, select them from the dropdown.

   • If they are new, click “Add New” (found to the right of the dropdown).

5. Enter the Holder’s Information

   • Name

   • Address (required for certificate)

   • Email (optional – used for sending the COI)

   • Description of Operations

6. Click Add

The holder is now attached to the certificate you're issuing and saved in your agency’s Certificate Holder list for reuse.

Notes

• You can view and manage all saved holders under Contacts → Certificate Holders

• Certificate Holders are not tied to a specific policy, but they do appear on the COI

• If the third party should also be listed on the policy, add them as an Additional Interest instead

Related Articles

• How to Issue a Certificate of Insurance

• How to Add and Manage Additional Interests

• How to Create a Master Certificate